What should I bring to my estate planning appointment?
by Ruyle & Ruyle | Feb 27, 2017 | News
Family Documents and Information:
- Current wills and/or trusts, if any
- Names of immediate family members and birth dates
- Copies of deeds to real property (for title purposes) and any information regarding present fair market value
- Manner of title holding of any stock (how the ownership appears on the
- certificates) and value of each stock
- Name(s) of insured, face and cash value amounts and policy number(s) of life insurance
- Any available financial statements
- Copies of any gift tax returns filed
- Last three years’ personal income tax returns (upon request only)
Business Documents:
- Partnership agreements
- Corporate minute book and stock certificates or register
- Buy-sell agreements
- Summary plan description of any profit-sharing or pension plan (upon request only)
- Last three years’ business income tax returns (upon request only)
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